Congress Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Congress Wealth Management’s Portfolio VYM Stock Details VYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$58.9M	Buy	441,958 +17,465	+4%	+$2.21M	0.57%	29
2025 Q1	$54.8M	Buy	424,493 +42,294	+11%	+$5.54M	0.66%	28
2024 Q4	$48.8M	Buy	382,199 +5,662	+2%	+$738K	0.67%	30
2024 Q3	$48.3M	Buy	376,537 +370,550	+6,189%	+$45.7M	0.64%	26
2024 Q2	$710K	Buy	5,987 +89	+2%	+$10.6K	0.01%	482
2024 Q1	$714K	Sell	5,898 -5,454	-48%	-$625K	0.01%	406
2023 Q4	$1.27M	Buy	11,352 +4,417	+64%	+$464K	0.02%	367
2023 Q3	$717K	Buy	6,935 +548	+9%	+$58.8K	0.01%	408
2023 Q2	$678K	Sell	6,387 -1,929	-23%	-$202K	0.02%	377
2023 Q1	$877K	Sell	8,316 -8,874	-52%	-$954K	0.02%	358
2022 Q4	$1.86M	Sell	17,190 -47,857	-74%	-$5.09M	0.05%	270
2022 Q3	$6.17M	Buy	65,047 +979	+2%	+$102K	0.17%	166
2022 Q2	$6.51M	Sell	64,068 -12,272	-16%	-$1.33M	0.17%	168
2022 Q1	$8.57M	Sell	76,340 -2,354	-3%	-$263K	0.19%	160
2021 Q4	$8.82M	Buy	+78,694	New	+$8.56M	0.18%	166

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Congress Wealth Management's VYM Position: Q2 2025 in Review

Congress Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 4.1% in Q2 2025, buying an estimated $2.21M and bringing the position to 441,958 shares worth $58.9M. The position accounts for 0.57% of the portfolio, ranked #29.

Congress Wealth Management first reported a position in VYM in Q4 2021 and has held it in 15 quarters since. 1,798 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

Congress Wealth Management held 441,958 shares of Vanguard High Dividend Yield ETF worth $58.9M as of Q2 2025.
Congress Wealth Management bought 17,465 Vanguard High Dividend Yield ETF shares in Q2 2025, an estimated $2.21M.
Vanguard High Dividend Yield ETF made up 0.57% of Congress Wealth Management's portfolio in Q2 2025, its #29 holding.
Congress Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 15 quarters since.
1,798 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.